MLG Wealth Management DBA Pine Grove Financial Group JVAL — JPMORGAN U.S. VALUE FACTOR ETF

Ownership history in MLG Wealth Management DBA Pine Grove Financial Group  ·  2 quarters on record

AI Ownership Summary

MLG Wealth Management DBA Pine Grove Financial Group reported JPMORGAN U.S. VALUE FACTOR ETF (JVAL) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows JVAL at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JVAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MLG Wealth Management DBA Pine Grove Financial Group's position in JPMORGAN U.S. VALUE FACTOR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

JVAL was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JVAL stock page MLG Wealth Management DBA Pine Grove Financial Group fund profile MLG Wealth Management DBA Pine Grove Financial Group full holdings
How MLG Wealth Management DBA Pine Grove Financial Group held JVAL — position size vs. price
% of Fund (quarterly)    JVAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 7,868 -2,147 -21.4% 0.04% $456K 2026-10-13 $58.82
2026 Q2 INITIATED — — — 10,015 — — 0.06% $492K 2026-09-02 $59.19

🏢 Other funds also holding JVAL

As of 2026 Q3 — sorted by position size

COLUMBIA ADVISORY PARTNERS LLC 3Y 5.01% Prism Advisors, Inc. 3Y 7Y 3.42% Plus Group Wealth Advisors LLC 2.67% Planned Solutions, Inc. 3Y 2.22% Avidian Wealth Enterprises, LLC 3Y 7Y 1.93% Apeiron RIA LLC 3Y 1.92% BOYUM WEALTH ARCHITECTS LLC 1.16% Kathmere Capital Management, LLC 3Y 0.36% Cobblestone Asset Management LLC 3Y 0.29% Merited Wealth, LLC 0.24%

FAQ About MLG Wealth Management DBA Pine Grove Financial Group and JVAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MLG Wealth Management DBA Pine Grove Financial Group reported owning JVAL?

MLG Wealth Management DBA Pine Grove Financial Group reported JVAL across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported JVAL position in MLG Wealth Management DBA Pine Grove Financial Group's portfolio?

The largest reported portfolio weight for JVAL was 0.06% in 2026 Q2.

What is the latest reported JVAL position on this page?

The most recent filing on this page is 2026 Q3, when MLG Wealth Management DBA Pine Grove Financial Group reported 7,868 shares, equal to 0.04% of portfolio, with an estimated market value of $456K.

What does the chart on this JVAL ownership page compare?

The chart compares MLG Wealth Management DBA Pine Grove Financial Group's quarterly JVAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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